Best Matt Tait Podcasts (2025)

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076 | Financial Clarity = More Profit: How to Fix Your Books and Scale with Matt Tait of Decimal 53:12

23d ago53:12

53:12

Are your business financials holding you back without you even realizing it? Many entrepreneurs have a great product and strong marketing, but when it comes to bookkeeping, cash flow, and financial strategy, things get messy. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Matt Tait, CEO of Decimal, to u…

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079 | Protect Your Legacy from Taxes, Lawsuits, and Family Feuds with Antony Joffe 49:17

2d ago49:17

49:17

Are you building a legacy that lasts or leaving your wealth exposed to taxes, lawsuits, and family conflict? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Anthony Joffe, Chairman of Sterling Trustees, one of the nation’s top independent corporate trustees based in South Dakota. With nearly two decades …

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Embracing AI in accounting with Ben Stein 50:33

7d ago50:33

50:33

Scaling a business isn’t just about growth; it’s about building the right systems and empowering your team to thrive. Ben Stein, CEO of Keeper, made the transition from fractional CFO to scaling a global business by focusing on efficiency, technology, and creating a culture of accountability.In this episode, Ben shares key lessons from growing Keep…

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078 | How to have the Perfect Sales Call — The One Key Ari Galper Says You Must Have 36:53

9d ago36:53

36:53

Have you ever walked away from a sales conversation thinking it went perfectly, only to lose the deal anyway? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ari Galper, the world’s leading authority on trust-based selling and the author of seven bestselling books. Patrick and Ari dive deep into why trad…

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#118 - Planning for Business Exit with Justin Goodbread 16:28

9d ago16:28

16:28

Send us a text Episode 118 discusses Planning for Business Exit with Justin Goodbread. Justin Goodbread is a globally recognized business strategist, bestselling author, and entrepreneur who has built, scaled, and exited multiple 7, 8, and 9 -figure companies. A decamillionaire before 40, he has personally coached nearly 100 business owners to doub…

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077 | How to Instantly Build Trust and Close More Deals – Mary Schmid on the Neuroscience of Conversations 53:48

16d ago53:48

53:48

Have you ever felt like your conversations aren’t landing the way you want them to? Whether it’s with clients, employees, or even family, communication can be the difference between building trust and creating disconnect. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mary Schmid, a communication and le…

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Building a company, not a firm with Dave Olsen 51:48

21d ago51:48

51:48

Success in business hinges not only on numbers and processes but also on vision, strategy, and the right team. Dave Olsen, the CEO of Nimbl, discovered that true scaling requires more than individual effort. His journey from the Big Four to becoming a fractional CFO revealed that structuring a company for sustainable growth is crucial for creating …

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Andrew Gazdecki | From Side Project to Profit: Business Success Stories 22:57

22d ago22:57

22:57

Unlocking the secrets of successful online business acquisitions… How does one navigate the intricate world of mergers and acquisitions, especially in the ever-evolving tech industry? In this episode, Andrew Gazdecki, founder of acquire.com, shares insights on building and operating the leading online platform for buying and selling online business…

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075 | The Untold Power of Private Placement Life Insurance: Amazing Tool to Build Wealth Tax Free and Protect Your Legacy with Michael Malloy 54:53

30d ago54:53

54:53

What if there was a legal way to eliminate taxes on millions of dollars in investment gains—permanently? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Malloy, a global authority on Private Placement Life Insurance (PPLI). With over 30 years of experience helping wealthy families protect and gro…

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#117 - Effective Financial Operations with Matt Tait 13:23

1M ago13:23

13:23

Send us a text Episode 117 discusses Effective Financial Operations with Matt Tait. As a thought leader in accounting, business, law, and tech, Matt Tait empowers business leaders to get the most out of their enterprises. With an array of experience in failing, restarting, and scaling, Matt’s not short of advice for entrepreneurs looking to grow th…

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After the First Million and Accounting for Innovation, with Matt Tait 25:06

1M ago25:06

25:06

On this episode, Matt Tait—CEO of Decimal and host of After the First Million and Accounting for Innovation—joins the show to share his experience podcasting about the importance of a clear, intentional marketing strategy. They discuss how Matt balances his busy schedule and the benefits of targeting specific audiences in professional services. In …

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Leading the shift to AI-first accounting with Jody Padar 52:27

1M ago52:27

52:27

Building a successful firm requires more than just number-crunching; it demands foresight, adaptability, and a willingness to innovate. For the Radical CPA, Jody Padar, embracing the ever-changing landscape of accounting has been crucial. From pioneering cloud accounting to mentoring others in adopting technology, Jody’s career is a testament to tr…

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074 | The Secret to Leadership That Drives Growth & Retains Top Talent with Haley Grayless 1:06:22

1M ago1:06:22

1:06:22

What makes a business truly successful? It’s not just about having a great product or strong marketing—it’s about building a team that is engaged, motivated, and aligned with your vision. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Haley Grayless, CEO and Founder of Vaxa Collective, to discuss the cr…

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073 | Stop Going It Alone: How Advisory Boards Help Founders Win Bigger with Evan Kraut 1:10:04

1M ago1:10:04

1:10:04

What if the key to unlocking your next level of business growth isn’t another tool or tactic—but a room full of trusted advisors? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Evan Kraut, co-founder and managing partner of Board Stream, a company that builds and manages advisory boards as a service. Wi…

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#116 - Lasting Client Relationships with Jacob Hicks 9:21

1M ago9:21

9:21

Send us a text Episode 116 discusses Lasting Client Relationships with Jacob Hicks. Jacob Hicks is a Success Coach and Keynote Speaker with over a decade of experience transforming lives and businesses. Jacob has a knack for identifying what drives lasting success and delivering implementable strategies. Known for his strong follow-up systems and m…

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What Accounting Firms Can Learn from Orthodontics 40:17

2M ago40:17

40:17

Running a business takes more than just expertise—it takes vision, resilience, and the ability to adapt. For Dr. Christian Johnson, Board-Certified Orthodontist and Pediatric Dentist, that adaptability has been key. From balancing the demands of a student-athlete to launching her own practice while still working as an associate, she’s built a caree…

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072 | Turn Your Expertise into a Revenue-Generating Book – Paul McManus Breaks It Down 51:59

2M ago51:59

51:59

Have you ever considered writing a book but felt overwhelmed by the time commitment, the process, or even the fear of not being "expert enough"? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with bestselling author Paul McManus, creator of The Short Book Formula, to uncover how writing a concise, high-impac…

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The Federal Tech Podcast, Constellations, and Farm Kid City Kid, with John Gilroy 44:25

2M ago44:25

44:25

Today we're gonna talk with a guy who did 1200 podcast episodes and give you tips on how you can be successful. On this episode of Podcasting in Professional Services, John Gilroy, host of The Federal Tech Podcast, Constellations, and Farm Kid City Kid joins the show to share his podcasting experience. In this conversation, you'll hear: What motiv…

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Harry Caruso | Unlock Car Wash Wealth: Secrets Revealed! 33:40

2M ago33:40

33:40

You might think snow is bad for a car wash business... But what if it turns out to be their best friend? In this episode, Harry Caruso, founder and CEO of Car Wash Advisory, unravels the intriguing dynamics of the car wash industry and how it stands as an attractive investment sector in the world of mergers and acquisitions. In this episode, you’ll…

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071 | If You’re Not Selling, You’re Not Scaling—Dave Hanley’s Strategies for Growth 52:47

2M ago52:47

52:47

Are you struggling to grow your business because sales just aren’t where they need to be? Many entrepreneurs think that having a great product is enough, but without a strong sales strategy, even the best businesses can fail. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dave Hanley, a seasoned entrepr…

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#115 - Exit With Style with John Martinka 15:22

2M ago15:22

15:22

Send us a text Episode 115 discusses Exit with Style with John Martinka. John Martinka has been a breath of fresh air to his clients as they seek to buy or sell a business. John is known as The Escape Artist® because of the work he does in three areas: 1. Helping executives escape the corporate world by buying the right business the right way 2. Cr…

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Building a profitable firm you can grow with Joe Woodard 49:54

2M ago49:54

49:54

Running a firm takes more than expertise—it takes strategy, leadership, and the right mindset to scale. For Joe Woodard, CEO of Woodard, that mindset has been key. After starting as a practitioner, he built a career helping accountants break free from underpricing, inefficient processes, and technician thinking. He’s seen firsthand that success isn…

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David Roberts | Unlocking Maximum Value in Rough Markets 41:33

2M ago41:33

41:33

The collision industry is undergoing a major transformation… But what factors influence a successful merger or acquisition in this niche market? In this episode, David Roberts, founder and CEO of Focus Advisors, shares his journey from founding a leading collision center network to becoming a key player in the M&A advisory scene, guiding body shop …

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070 | This Simple Cash Flow Strategy Can Transform Your Business – Susanne Mariga Breaks It Down 56:47

2M ago56:47

56:47

Is your business truly profitable, or are you just generating revenue without seeing the financial rewards? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Susanne Mariga, a Profit First Certified Master, author, and fractional CFO, to break down the powerful Profit First framework. Susanne shares how bu…

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How AI is reshaping accounting with Sasha Orloff 1:00:07

2M ago1:00:07

1:00:07

Accounting is no longer just about tracking numbers. It’s about delivering real financial insights, making better decisions, and shaping the future of businesses. For Sasha Orloff, CEO and Co-Founder of Puzzle, that future is AI-native. After years of working in fintech and scaling financial services, he saw firsthand how accounting could be transf…

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Matt Tait | Want a Clean Exit? Here's Your Strategy 32:40

2M ago32:40

32:40

In the world of business, accounting is often seen as a painful necessity. But what if it could be a strategic advantage instead of a chore? In this episode, Matt Tait, Founder and CEO of Decimal, discusses how his company revolutionizes accounting services for small businesses and why he believes aligning business incentives is key to success. You…

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069 | The Hidden Power of Whole Life Insurance for Business Owners with Mark Willis 56:18

2M ago56:18

56:18

What if You Could Become Your Own Bank and Build Tax-Free Wealth? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mark Willis, #1 best-selling author, owner of Lake Growth Financial Services, and co-host of the Not Your Average Financial Podcast. Together, they uncover a powerful strategy that’s helping …

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#114 - Business Financial Insights with Jason Kruger 18:49

2M ago18:49

18:49

Send us a text Episode 114 discusses Business Financial Insights with Jason Kruger. Jason is a Leader and Business Advisor focused on helping business owners, leaders, and executives improve performance by providing greater visibility into their financials so they can achieve their goals through value-added financial information. His 5-step process…

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Breaking the Accounting Growth Barrier 0:51

3M ago0:51

0:51

Most accounting firms never grow past a few hundred thousand dollars. They get stuck in manual work and outdated processes, making it nearly impossible to scale. But what if you could break through that ceiling?For accounting firm owners looking to grow beyond seven figures, the challenge isn’t just getting there—it’s what comes next. In this episo…

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Rob Margeton | Scale Up or Exit? Find Your Best Path 19:46

3M ago19:46

19:46

Navigating the complex world of mergers and acquisitions can be daunting, especially for lower middle market founder-owned companies. But what if there was a more straightforward path to a clean exit? In this episode, Rob Margeton, co-founder of Ryco Advisors, an Atlanta-based independent advisory firm, explores the vast opportunities within the lo…

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068 | From Startup to 8-Figure Exit: The Wealth Strategies That Work and Pitfalls to Avoid with Jason Schappert 57:34

3M ago57:34

57:34

What separates a thriving business from one that struggles to stay afloat? More often than not, the answer lies in financial management—both personal and professional. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Schappert, a seasoned entrepreneur who successfully scaled and exited his business …

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Rethinking B2B Content Strategies for Lasting Impact with Melissa Rosenthal 33:47

3M ago33:47

33:47

Hiring the right talent is one of the biggest challenges for any startup, but what if teachability matters more than a resume? In this episode, Melissa Rosenthal, Co-Founder of Outlever, shares her insights on building a team that thrives on adaptability, creativity, and fast-paced problem-solving. She explains how her unique career path—spanning B…

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The roadmap to selling your business with Alexis Grant 47:36

3M ago47:36

47:36

Building a business isn’t just about hitting revenue milestones.It’s about knowing when to scale, when to sell, and how to maximize value. For Alexis Grant, Founder & CEO of They Got Acquired, the journey to helping entrepreneurs navigate acquisitions started with her own experiences selling two media businesses. She realized that many founders, es…

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The How To Podcast Series: A Community-Driven Approach to Podcasting, with Dave Campbell 37:22

3M ago37:22

37:22

Join us as we explore the multifaceted realm of podcasting with Dave Campbell, a podcast manager at True Media Solutions and the creative force behind eight unique shows, including The How To Podcast Series. Dave brings invaluable insights from his experience managing a diverse range of podcast genres and his role as the host of a supportive podcas…

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067 | Win or Learn: The Entrepreneur Mindset You Need to Succeed with Pat Brennan 48:05

3M ago48:05

48:05

What does it really take to build a business that not only thrives but runs without you? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Pat Brennan, CEO and founder of Catalyze Growth Partners, to explore the keys to entrepreneurial success. Pat shares his inspiring journey—from getting fired to discove…

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#113 - High Stakes Logistics with Colby Varley 15:06

3M ago15:06

15:06

Send us a text Episode 113 discusses High Stakes Logistics with Colby Varley. Colby offers invaluable insights into the logistics industry and the importance of maintaining high service standards. He excels in creating strong relationships, ensuring white-glove service. His commitment to excellence prioritizes value, quality, and reliability over m…

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JB Brown | Unlock the Secret to a Clean Business Exit 27:03

3M ago27:03

27:03

98% of business owners aren't prepared for the emotional toll of selling their companies... Could you be one of them? In this episode, JB Brown, founder of White Buffalo Advisors, reveals the secrets behind successful business exits and the often-overlooked emotional impact that follows. You'll discover: The gripping story behind the name "White Bu…

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066 | The Hard Truth About Leadership—And Why Most Entrepreneurs Get It Wrong with Christian Muntean 48:33

3M ago48:33

48:33

What if scaling a business wasn’t about working harder but about leading smarter? In this episode of Vital Wealth Strategies, host Patrick Lonergan sits down with leadership expert and author Christian Muntean, who has helped businesses scale up over $500 million. Christian shares his powerful leadership framework, built from his experience in inte…

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Supporting GTM through Content and Customer Stories with Rebecca Shaddix 50:31

3M ago50:31

50:31

Marketing teams are under pressure to prove ROI—but are they measuring the right things? In this episode, Rebecca Shaddix, Head of Product, Customer, and Lifecycle Marketing at Garner Health, breaks down how her team aligns messaging with sales, refines content based on real-world feedback, and balances brand and performance marketing. Rebecca shar…

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Breaking Down 2025 Sales Development Metrics and Compensation 34:34

3M ago34:34

34:34

Sales development is changing fast—bigger deals, fewer promotions, and shifting compensation models. So what does the data really say? In this episode, Matt Bertuzzi, Head of Research at The Bridge Group, breaks down the 2025 Sales Development Metrics and Compensation Report. He shares what’s driving record-high pipeline per SDR, why fewer reps are…

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The art of scaling with purpose with Abhik Pramanik 47:07

3M ago47:07

47:07

Entrepreneurship isn’t just about building a product. It’s about building a culture and a vision that lasts. For Abhik Pramanik, Co-Founder & VP of Engineering of Ashby, the journey to creating a company wasn’t a straight path. From working in visual effects at Industrial Light & Magic to the world of entrepreneurship, Abhik learned firsthand that …

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The Engineering Entrepreneur: Exploring the Business of Product Design, with Scott Tarcy 31:13

3M ago31:13

31:13

What's it like to run a top 3% engineering podcast? Join us as we explore the podcasting journey of Scott Tarcy, President of CADdesignhelp.com and host of The Engineering Entrepreneur Podcast. Scott shares why and how he started his podcast, the challenges he's faced, and what's on the horizon. In this episode, you'll learn: Scott’s journey of sta…

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Jonathan Babcock | M&A is a Tactic, NOT a Strategy 43:24

3M ago43:24

43:24

Ever wonder how authentic connections and Midwest values could transform mergers and acquisitions? Dive into a compelling blend of business acumen and heartfelt legacy preservation with our latest episode. In this episode, Jonathan Babcock, Senior Associate at Compass Group Equity Partners, joins Patrick Stroth to uncover the intricate world of low…

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065 | The Behavioral Science of Success: How Top Entrepreneurs Think Differently with Hugh Massie 1:02:43

3M ago1:02:43

1:02:43

What if the key to better leadership, stronger teams, and smarter decision-making was hidden in understanding human behavior? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Hugh Massie, Executive Chairman of DNA Behavior Solutions, to explore how behavioral profiling can transform the way entrepreneurs …

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#112 - AI Driven Strategies with Kevin Dean 17:03

3M ago17:03

17:03

Send us a text Episode 112 discusses AI Driven Strategies with Kevin Dean. Kevin has over two decades of experience in business process automation, CRM, and intelligent automation, driving significant growth for enterprises. Kevin’s key focus is Driving Business Growth through innovative automation solutions, streamlining workflows, and enhancing c…

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Benchmarks for Business Podcasts: The 2025 State of Podcasting in Professional Services 22:16

4M ago22:16

22:16

How does your business podcast compare with others in your industry? In this monologue episode, John Tyreman breaks down findings from research on a sample of 287 business podcasts in accounting, financial services, architecture, engineering, construction, legal, government contracting, technology, and consulting industries. Listen to this episode …

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064 | How Speaking Engagements Can Fuel Your Business Growth and Attract Ideal Clients with Laurie-Ann Murabito 37:27

4M ago37:27

37:27

In today’s episode of the Vital Wealth Strategies Podcast, we’re unlocking the secrets to using speaking engagements as a powerful tool to grow your business, attract your ideal clients, and elevate your brand. Whether you’re just starting out or looking to take your speaking career to the next level, this episode is packed with insights you won’t …

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Optimizing Sales Enablement for Rapid Growth with Alex Yeaton 34:10

4M ago34:10

34:10

Effective sales enablement starts with understanding the needs of your team—and continuously adapting to meet them. In this episode, Alex Yeaton, Senior Manager of Global Go-To-Market Field Effectiveness at Klaviyo, shares her journey of supporting a rapidly growing sales team from 7 to over 250 reps. You’ll also hear about the challenges of scalin…

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Scaling smarter, not harder with Wiley Jones 41:45

4M ago41:45

41:45

Turning challenges into opportunities is the foundation of every great business. Wiley Jones’s journey to entrepreneurship wasn’t driven by a dream to start a company—it was a relentless need to solve a problem. As CEO and co-founder of Doss, Wiley turned his background as an electrical engineer into a mission to address inefficiencies he encounter…

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063 | How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business Needs 52:23

4M ago52:23

52:23

Is your business prepared to weather unexpected risks, safeguard its reputation, and reduce its tax burden all at once? Welcome to the Vital Wealth Strategies Podcast, where host Patrick Lonergan sits down with industry leaders to help entrepreneurs like you minimize taxes, master wealth, and optimize your life. In this episode, Patrick is joined b…

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